advisory limitation

See: guideline
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[Insurance, investments, estate planning, retirement planning and college planning and investment advice.] A properly drawn engagement letter could fill volumes with the listing of exclusions required to effectively inform the client of advisory limitations to serve his or her Cybest interests.'It is why I believe care needs to be exercised to distinguish Cyinvestment advice' from Cyfinancial advice.' It is also why I believe financial advisors and industry gurus need to more effectively articulate their intentions when subscribing to a Cyfiduciary standard.' It has been my experience that those who are quick to saddle up on a Cyhigh horse' are often compelled to seek a Cyhorse' of a different color when called to task."

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